LISA Pietrzyk signed Associated Urological Specialist's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Associated Urological Specialist's EIN is 20-2136282.
Download the official 2022 Form 5500 (PDF) for Associated Urological Specialist from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Associated Urological Specialist's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $3.6M | 18.5% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $2.3M | 11.6% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $1.7M | 8.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.6M | 8.0% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $1.5M | 7.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.5M | 7.5% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $1.1M | 5.8% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $679K | 3.5% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $653K | 3.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $528K | 2.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $523K | 2.7% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $519K | 2.7% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $506K | 2.6% | |
| LOOMIS SAYLES STRAT INC - N | Registered Investment Companies | — | — | $490K | 2.5% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $471K | 2.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $420K | 2.2% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $236K | 1.2% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $174K | 0.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $165K | 0.8% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $164K | 0.8% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $161K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $144K | 0.7% | |
| TEMPLETON FOREIGN FUND R6 | Registered Investment Companies | — | — | $118K | 0.6% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $90K | 0.5% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $66K | 0.3% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $44K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
